Roth Financial Group, Merritt Island, Florida

Newsletters

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Disability Income Insurance

How much Disability Income Insurance do you need?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.